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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,023 | $90,486-95.6% | $78,676-94.9% | $273,972-98.5% |
| Participation rate | 60.0% | 76.5%-16.5pp | 73.6%-13.6pp | 83.0%-23.0pp |
| Annual return | 2.57% | 75.62%-73.1pp | 62.19%-59.6pp | 41.46%-38.9pp |
| Employer contribution / active EE | $416 | $3,175-86.9% | $2,850-85.4% | $4,869-91.5% |
| Participant deferral / active EE | $602 | $3,901-84.6% | $3,517-82.9% | $5,287-88.6% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |